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Yousif Capital Management’s Exelon EXC Stock Holding History

Yousif Capital Management’s Portfolio EXC Stock Details EXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.5M Sell
139,450
-8,327
-6% -$385K 0.07% 254
2026
Q1 		$7.24M Sell
147,777
-1,532
-1% -$71.3K 0.09% 220
2025
Q4 		$6.71M Sell
149,309
-8,122
-5% -$371K 0.07% 247
2025
Q3 		$7.09M Sell
157,431
-7,134
-4% -$313K 0.08% 237
2025
Q2 		$7.15M Buy
164,565
+1,922
+1% +$85.6K 0.08% 238
2025
Q1 		$7.49M Buy
162,643
+16,393
+11% +$685K 0.09% 214
2024
Q4 		$5.5M Sell
146,250
-2,033
-1% -$78.9K 0.06% 288
2024
Q3 		$6.01M Sell
148,283
-987
-0.7% -$37.1K 0.07% 284
2024
Q2 		$5.17M Sell
149,270
-5,313
-3% -$196K 0.06% 317
2024
Q1 		$5.81M Sell
154,583
-19,034
-11% -$680K 0.06% 298
2023
Q4 		$6.23M Buy
173,617
+14,075
+9% +$542K 0.07% 263
2023
Q3 		$6.03M Sell
159,542
-4,612
-3% -$188K 0.08% 244
2023
Q2 		$6.69M Sell
164,154
-19,355
-11% -$800K 0.08% 230
2023
Q1 		$7.69M Sell
183,509
-10,940
-6% -$456K 0.1% 195
2022
Q4 		$8.41M Buy
194,449
+4,574
+2% +$181K 0.11% 188
2022
Q3 		$7.11M Sell
189,875
-1,096
-0.6% -$48.5K 0.1% 196
2022
Q2 		$8.65M Sell
190,971
-8,100
-4% -$381K 0.11% 174
2022
Q1 		$9.48M Sell
199,071
-72,715
-27% -$3.08M 0.1% 184
2021
Q4 		$11.2M Buy
+271,786
New +$10.2M 0.12% 151

Other funds holding EXC

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return